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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
151
Kestra Advisory Services
Texas
$14M -$7.62M -150,329 -35%
RFP
152
Roth Financial Partners
Texas
$14M +$440K +8,685 +3%
GBT
153
Grove Bank & Trust
Florida
$13.8M +$259K +5,112 +2%
Citadel Advisors
154
Citadel Advisors
Florida
$13.7M +$12.3M +243,516 +977%
AFG
155
ABLE Financial Group
Arizona
$13.7M +$4.68M +92,438 +53%
NOI
156
Newton One Investments
Delaware
$13.7M +$2.53M +49,846 +23%
RJT
157
Raymond James Trust
Florida
$13.7M +$896K +17,688 +7%
PPP
158
Private Portfolio Partners
New Jersey
$13.2M +$13.1M +258,684 New
SF
159
Summit Financial
New Jersey
$13.1M +$5.78M +114,011 +80%
ONB
160
Old National Bancorp
Indiana
$13.1M +$2.79M +55,067 +27%
DP
161
Divergent Planning
Maryland
$13.1M +$1.11M +21,855 +9%
CPA
162
Cardiff Park Advisors
California
$12.9M -$38.6K -761 -0.3%
PWM
163
Perigon Wealth Management
California
$12.9M -$144K -2,836 -1%
Pathstone Holdings
164
Pathstone Holdings
New Jersey
$12.9M +$5.27M +104,050 +70%
BF
165
Brooklyn FI
New York
$12.9M +$1.76M +34,822 +16%
Brown Advisory
166
Brown Advisory
Maryland
$12.8M -$1.6M -31,606 -11%
CFO
167
Colony Family Offices
North Carolina
$12.8M +$1.38M +27,289 +12%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$12.6M +$1M +19,799 +9%
EAM
169
Evanson Asset Management
California
$12.6M +$3.75K +74 +0%
FM
170
Foster & Motley
Ohio
$12.4M +$236K +4,654 +2%
AI
171
Atria Investments
North Carolina
$12.3M -$5.32M -104,936 -30%
SOAG
172
Silver Oak Advisory Group
Oregon
$12.2M +$158K +3,127 +1%
SSA
173
Schonfeld Strategic Advisors
New York
$12.1M +$12M +236,631 New
VFP
174
Verus Financial Partners
Virginia
$11.7M +$287K +5,670 +3%
AHC
175
Anderson Hoagland & Co
Missouri
$11.6M +$690K +13,622 +6%